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Sales intelligence

Who to call today, and why.

Your order history already knows which accounts are drifting, which baskets are missing a line, and which quotes are about to expire. Sales Enact reads it every night and turns it into a short, ranked list for each rep. Every line carries a plain-English reason and the £ behind it.

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What it finds

Nine signals, computed from your own data

Each signal is a defined rule over NetSuite orders, quotes, items and customers. The thresholds are yours to tune.

Cadence break

An account that normally orders every nine days has been silent for forty. Measured against its own rhythm, not a global average.

Category defection

A category this customer used to buy has collapsed in the last quarter, with the brands that fell away named.

Attachment gap

Buys the primary product heavily, but attaches the companion far less often than customers like them. "Twelve cameras, no recording."

Whitespace

A category that similar-sized customers buy from you and this one never has.

Switch-sell

An in-stock equivalent from another brand that earns more margin at the same sell price.

Stale quotes

Open quotes ranked by value, age and expiry, with each rep's close ratio alongside.

Price-rise plays

Before a manufacturer increase: open orders to protect, top buyers to offer a buy-ahead, low-margin accounts to lift.

Project pricing expiring

Approved project pricing that lapses soon with allocation still unordered.

Pacing risk

Run-rate collapsing against the same period last year, or tracking below target, even when year-to-date looks fine.

How AI is used

Explained, not invented

Rules find the facts

Every signal is computed deterministically. The numbers behind it are stored with it. No model decides whether an account is at risk.

AI writes the briefing

A short account briefing is written from those facts: what changed, the gaps, what to watch, the next step. It is checked against the source data before a rep sees it. Any number not in the data is rejected.

AI suggests, people gate

Overnight, an analyst layer proposes up to three actions per account, each citing its evidence. Confident suggestions go to the rep. The rest wait for a manager to review.

Where it shows up

In the rep's day, not in another dashboard

Daily queue

Five actions a day per rep, ranked by value and urgency. Account 360 behind each one: health score with its components, recent orders, open quotes, gaps.

Pipeline that fills itself

Opportunities are created from suggestions and registered projects. Reps log outcomes in a tap. Managers see stalled deals and set rules for them.

Weekly digest

Monday morning email with the top five, overdue tasks and expiring projects.

A copilot you can talk to

Ask about an account in plain English. It reads the same data, records the same actions, and stops at a draft quote until a person confirms.

Your website too

The same engine powers site search, "complete the job" basket prompts and "your usual products" for logged-in trade customers.

Manager view

Action rate and £ recovered per rep, review queue for AI suggestions, price-event calendar, team and portfolio views.

Proof

It measures itself

Every suggestion is logged from the moment it is shown, to whether it was acted on or dismissed and why, to the order it produced and its value. A holdout group of accounts receives no suggestions, so the uplift in the report is the difference the system made, not just activity. Baselines are frozen before go-live so there is something honest to compare against.

What you need

NetSuite, and two or more years of order history with cost on the lines. Quotes, projects and account targets make it better but are not required. Intelligence runs nightly; there is nothing for reps to enter before it works.

Bring five accounts you know well

We will run them through Sales Enact and show you what it finds. If it tells you nothing you did not know, you have lost half an hour.

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